Account Manager

Lockton Companies; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Lockton Companies in Dallas seeks an experienced insurance professional to act as an Account Manager for a defined book of business. You will collaborate with Account Executives to deliver exceptional service, coordinate administrative tasks, and support coverage implementations with clients and carriers.

The role emphasizes growth opportunities, training, and a client-focused, community-driven culture. Domestic travel may be required, and US work authorization is needed.

Qualifications

• Bachelor’s degree in Insurance, Risk Management, Business or related field preferred.
• Minimum of two years of commercial, underwriting, or risk management experience.
• Experience in brokerage, insurance industry and/or client services strongly preferred.

Responsibilities

• Assist Account Executives/Producers to manage an assigned book of business.
• Coordinate administrative and service functions for accounts.
• Support new lines of coverage by setting up accounts and gathering required documents.
• Prepare submissions, collect loss data, and review plan details with clients and carriers.
• Request and collect quotes from carriers; audit policies and endorsements for accuracy.
• Update policy specs and summaries; bind coverage under supervision.
• Create marketing materials and client communications; assist invoicing and billing.

Skills

Communication skills

MS Office proficiency

Organizational skills

Critical thinking

Willingness to travel

Work authorization (US)

Education

Bachelor’s Degree in Insurance or related field

Tools

Microsoft Office Suite

Job description

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

About the Position

Lockton is a global professional services firm who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update .

A few of the reasons Associates love working at Lockton include:

• Opportunities for growth and advancement, including paid training and professional development
• 12-week paid parental leave
• A huge emphasis on community involvement
• Frequent athletic and wellness events
• Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!

Lockton is seeking an experienced insurance professional who is an independent thinker and is motivated by the growth of our associates and clients. The Account Manager will provide personalized support a specified book of business with a focus on delivering exceptional service. If you are seeking a high-energy position with the flexibility to be "Uncommonly Independent".

Primary responsibilities include:

• Work in conjunction with Account Executives and/or Producers to manage an assigned book of business
• Responsible for coordination and execution of administrative and service functions for assigned accounts
• Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with client and carrier
• Gather and compile exposure information, including loss-runs and stratifications
• Responsibility in the preparation of the submission documentation. Must be prepared to receive to transmit to markets, if prompted by Account Executive.
• Request and collect new and renewal quotes from carriers
• Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
• Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy
• Bind coverage under the direction of the Unit Manager and/or Account Executive
• Generate marketing and informational material for client presentations and meetings
• Create and send compliance communications, as needed
• Assist with the issuance and processing of client invoicing and bill discrepancies. This will also involve working with the Surplus Lines Department, as needed.
• Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or Lockton
• Manage and oversee the Certificate of Insurance and ID card process.
• Support the teams with Image Right filing, managing open items list, and contract reviews
• Additional tasks, as requested by leadership

Qualifications

The most qualified candidate will possess the following:

• Bachelor’s Degree in Insurance and Risk Management, Business, or related field preferred
• Minimum of two (2) years of related commercial, underwriting, or risk management experience
• Prior brokerage, insurance industry and/or client services experience strongly preferred
• Experience in commercial lines coverages
• General understanding of casualty insurance coverages
• Working knowledge of Microsoft Office Products (Excel, Word, and PowerPoint)
• Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates/clients
• Strong organizational and time-management skills with the ability to work within high-pressure time constraints
• Effective critical thinker with the ability to resolve complex client service issues
• Technical aptitude with the ability to learn systems and processes quickly
• Willingness to travel and work outside of normal business hours, as needed
• Legally able to work in the United States

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.